According to reports, the state will further investigate the new energy vehicle industry, in case many manufacturers are often overcapacity but still cheating. This can be said to be a gamble. The result of the gambling is not to be born or to go out. The current government adopts a policy of “wide-in and strict-out†on the qualifications of new energy production, so who will be eliminated in this investigation?
In major cities in the country, more and more vehicles with the “EV†or “Plug-in†symbols appear on the road. In the industry, new energy “making cars†is in full swing, and new and old capitals of all parties are pouring in. According to Caixin.com, recently, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Commerce and other five ministries jointly organized the "Parallel Management Measures for the Average Fuel Consumption of Passenger Vehicle Enterprises and New Energy Vehicles". Song Qiuling, deputy director of the division, said the government is working on new energy vehicle production capacity to confirm whether there is excess. Although it was not disclosed at the meeting, if the company does have excess capacity, what measures will be taken. However, behind the rapid development of China's new energy vehicle industry, from the investigation of new energy vehicles to the current capacity investigation, the build up of new energy vehicles has become a risky car gambling, then who will be in this investigation Out?
There are four companies with strict qualifications in production, and many enterprises plan production capacity to attract capital attention.
All the media reporters noticed that the number of new energy qualifications was relatively high, the threshold was not high enough, and the speed of qualification approval was too fast, which caused many hot discussions inside and outside the industry. The direct consequence of the overheating of the “birth certificate†of new energy vehicles is overcapacity. To this end, in June this year, the National Development and Reform Commission approved the Jianghuai Public Joint Venture New Energy Project, and the approval gate was temporarily closed. Beginning in the third quarter of this year, the relevant departments began to re-examine the new energy vehicle project, which has suspended the approval of the speed of new energy production enterprises, which is in stark contrast to the rapid issuance of licenses in the first half of this year.
Wang Binggang, the special expert of the major technology of electric vehicles in the 863 Program of the Ministry of Science and Technology and the expert group of the new energy vehicle technology innovation project, said that the National Development and Reform Commission (NDRC) has started to implement "family planning" for new energy vehicles and strictly check the approval of new energy production qualifications. And in an attempt to raise the threshold for new energy production qualifications, in principle, it is not wasted.
All-media reporters noticed that in the capacity of new energy vehicles, the total number of 15 new energy vehicle manufacturers approved by the National Development and Reform Commission has exceeded 800,000, with a total investment of 27 billion yuan. These access qualifications involve various countries. Province and city. In addition to the approved projects, there are more than 30 new energy vehicle projects under construction. According to the existing capacity planning estimate, by 2020, China's new energy vehicle production capacity will reach 5 million, far exceeding the national planned 2 million targets.
However, the National Federation of Interpretations said that although there were 15 companies approved by the National Development and Reform Commission for the construction of new energy passenger vehicles, there are only four products in the Ministry of Industry and Information Technology, "Road Motor Vehicle Manufacturing Enterprises and Products Announcement": Zhidou, Jianglingxin Energy, Yundu New Energy and Beiqi New Energy, that is, only the above four in the strict sense of production qualification.
The current government adopts a policy of “wide-in and strict-out†for new energy production qualifications. The industry believes that the current planned production capacity of many new energy vehicle investment projects in the industry does not equal the actual production capacity. Many companies take out the figures only to attract capital. Therefore, it is difficult to judge whether there will be excess capacity of new energy vehicles. Ultimately, it depends on whether these projects can be put on the ground.
Supporting facilities, power battery projects are also overheated
In addition to the planned capacity of the new energy vehicle or the excess, the power battery supporting the new energy vehicle also has the problem of overcapacity planning.
At the beginning of this year, Wang Zidong, director of the National 863 Electric Vehicle Major Power Battery Test Center, said that the current power plant expansion plan shows that the total capacity exceeds 170 Gwh/year, and the production capacity is more than 7 times. 170Gwh can meet the total annual demand of 500,000 electric buses and 5 million electric passenger cars. According to the calculation plan of China's new energy vehicles, this is the goal of China after 2025. The reporter noted that the latest data shows that as of now, there are more than 200 domestic power battery companies. From the perspective of investment planning capacity, it is expected that the planned total production capacity will exceed 200Gwh by the end of this year.
Zhou Jiang, dean of Tianjin Lishen Battery Research Institute, said in an interview: "We must be soberly aware that planning capacity does not mean high-quality production." He said that the influx of 100 billion capital into the power battery industry has irrational factors. .
“Although the demand for new energy vehicles in China is increasing, the structural overcapacity in the field of new energy batteries has already emerged.†The relevant person in charge of BAK Battery said, “There are structural overcapacity in the field of power batteries, especially the low end. There is a surplus of products, and mid-to-high-end products are scarce."
Car company voiceTraditional car companies: new entry projects are strictly
Insiders of the new energy sector related to traditional car companies such as Changan, BYD and SAIC told reporters that from the current capacity planning of enterprises, they do not have overcapacity problems. For example, the above-mentioned steam engines are still in line with traditional cars and there is no new capacity. Even companies such as SAIC were once worried about the lack of production capacity of the current production line. Then, which enterprises are the source of the “overcapacity†of the industry, and the key targets for investigation?
"There are currently some companies that have obtained qualifications, have capacity but do not do research and development, and do not invest in production. So some companies that produce passenger cars, special vehicles, logistics vehicles or modified vehicles do not intend to be in the new energy industry. Investing, but hope to make money through resale, will be the focus of this capacity investigation." National Science and Technology Ministry 863 plan electric vehicle major technology special-purpose special experts, new energy vehicle technology innovation engineering expert group leader Wang Binggang revealed that the relevant government departments A survey of the existing capacity of new energy vehicles has been conducted. All-media reporters have noticed that the enterprises mentioned by Wang Binggang have been partially punished in the process of the government’s thorough investigation of new energy vehicles last year. For example, Suzhou Jim West Bus Manufacturing Co., Ltd., which was severely punished by 260 million yuan and canceled production qualifications, has relocated its Suzhou bus factory, which has already been delisted, and entered the field of new energy vehicles. However, the company does not have research and development. , the ability to produce and manufacture new energy vehicles.
In addition, some new investment projects are also entering the new energy automotive industry, and will also be the focus of attention. According to data from the China Circulation Association, from 2015 to the first half of 2017, there were more than 200 new energy vehicle production projects in China, involving an investment of over RMB 100 billion and an open capacity plan of over 20 million units.
Expert OpinionAll media reporters noted that, driven by subsidies and supporting policies, as of the end of 2016, China's new energy vehicle sales totaled more than 1 million vehicles, making it the country with the largest number of new energy vehicles in the world.
According to experts from the National Federation of Economic and Trade Associations, although new energy vehicles are the trend of the times, the cost of technology related to new energy vehicles is quite high, the industrial chain is slightly immature, and market demand has not been fully opened. Therefore, policy guidance, government subsidies, and regular inspections will be an important part of maintaining the development of new energy vehicles in China.
Chen Qingtai, chairman of the China Electric Vehicle Centenary Committee and former party secretary and deputy director of the Development Research Center of the State Council, said: "The most worry is that some companies only pay attention to the increase in quantity and ignore the progress of technology. If all resources are used for capacity expansion. The outlook will not be good."
Reporter observationThe “Enlarged and Strictly Out†new energy vehicle production qualification approval plan allows the powerful car companies to have more enthusiasm for car construction, and also makes the enterprises without car experience experience daunting. The electrification of automobiles has become a high-profile goal in the world. Some enterprises are ignorant of this wave of behaviors, and it is undoubtedly the hindrance of dragging China's new energy automobile industry. Recently, in the new adjustment of the new energy subsidy policy in China, the emphasis is on the safety issues of products and power batteries produced by enterprises, and also emphasizes the level of after-sales service of enterprises. At the same time, during the audit, the sales of the company's products in the market, as well as market competitiveness and consumer satisfaction, also became the content of the review.
It is difficult to build a car, there are investment in technology, talents and equipment, and there must be long-term planning to ensure the continuity and consistency of the products and to ensure product safety. In this regard, the "strictness" that the Ministry of Industry and Information Technology has checked is just like the helmsman who masters the direction of the sea. At present, domestic electric vehicles are mainly based on independent brands, and the advantages of independent brands need to rely on government subsidies to maintain. Therefore, based on the concept of sustainable development in the whole industry, the adjustment of policies has played a positive adjustment and perfection. .
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